Resources – Page 4

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Education Saving

The Complicated Calculations of College Costs

Parents of college-bound students are dealing with a chicken-or-egg dilemma. When it comes to student aid calculations,...

Education Saving

Getting Creative with College Funding

In our previous discussions about college planning, we’ve discussed where and how much to save while acknowledging that these...

Retirement Timeline & Funding

Determining a Retirement Savings Rate

As we meet with new families, we continually hear the same two questions: 1) are we making good decisions with the money we earn,...

Retirement Timeline & Funding

Finding the Best Order for Funding Retirement

With a task as important as funding your retirement, determining which accounts to fund and in what order should not be taken...

Retirement Timeline & Funding

Balancing Saving and Giving

Most of our clients aspire to be financially self-sufficient. As those clients age, we notice some amount of transition...

Retirement Timeline & Funding

The Cost of a Spent Dollar – What Could an Investment Have Become Through the Years

As we discuss retirement savings, one aspect that is worthy of consideration is the weighing of alternatives. Hindsight...

Retirement Timeline & Funding

Retirement Saving Myths and Misconceptions

We are fortunate to have a very educated and knowledgeable client base, but we are consistently surprised by the myths and misconceptions...

Monte Carlo

How Much is Enough – An Intro to Monte Carlo Simulations

When it comes to retirement planning, one of the most often asked questions is, “What’s my number?” In other words, how...

Monte Carlo

How Will A Bear Market Affect Your Plan?

In this week’s edition of the Ballast Atheneum, I am going to explore a subject no one wants to see but we all must prepare for;...

Monte Carlo

Insight into Fixed Income & Timing of Social Security

When entering retirement, the question of how to structure income can be the most influential factor in determining a family’s...

Monte Carlo

The Grey Area of Paying Off a Mortgage Early

A key question that soon-to-be retirees often face is whether or not to eliminate a debt before retirement. Generally, we...

Monte Carlo

The Hidden Benefits of Saving Early in Life

We’re all aware that saving for retirement is not a strong suit for many Americans. There is no end to the alarming statistics...

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ATHENEUM

We created a resource to help you succeed in your personal financial journey.

The Ballast Atheneum is a collection of our thoughts on the twelve most important topics in financial planning.

We keep informed on the latest trends and market insights so we can offer you the best opportunities, support and expertise – whenever you need it.

Topics

Authors

ATHENEUM

We created a resource to help you succeed in your personal financial journey.

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